The following table details the insider trading activities
(stock purchases, stock sales, and stock option exercises) by Kallsen Terri R since 2015.
The trader's CIK number is 1627137.
At the time of the last reporting, Kallsen Terri R was the EVP - Investor Services of Schwab Charles Corp. (stock ticker symbol SCHW).
Also see all insider trading activities at Schwab Charles Corp.
| Insider Buying | Insider Sales | Option Exercises | |||||
|---|---|---|---|---|---|---|---|
| Year | Symbol | Shares | Value | Shares | Value | Shares | Value |
| 2019 | SCHW | 0 | $0 | 57,631 | $2,680,707 | 57,631 | $1,987,614 |
| 2018 | SCHW | 0 | $0 | 59,406 | $3,222,561 | 58,546 | $1,861,180 |
| 2017 | SCHW | 0 | $0 | 51,564 | $2,123,830 | 47,432 | $1,345,049 |
| 2016 | SCHW | 0 | $0 | 46,336 | $1,602,991 | 39,495 | $954,315 |
| 2015 | SCHW | 0 | $0 | 15,469 | $488,325 | 11,900 | $193,815 |
| Trade Date | Symbol | Trade Type | Shares | Price ($) | Value ($) |
|---|---|---|---|---|---|
| 2019-03-06 | SCHW | Sale | 16,346 | 45.93 | 750,804 |
| 2019-03-01 | SCHW | Sale | 22,482 | 46.66 | 1,049,077 |
| 2019-03-04 | SCHW | Option Ex | 18,803 | 30.17 | 567,286 |
| 2019-03-04 | SCHW | Sale | 18,803 | 46.84 | 880,826 |
| 2019-03-01 | SCHW | Option Ex | 38,828 | 36.58 | 1,420,328 |
| 2018-12-03 | SCHW | Sale | 4,913 | 46.08 | 226,381 |
| 2018-12-03 | SCHW | Option Ex | 4,053 | 28.44 | 115,267 |
| 2018-04-24 | SCHW | Option Ex | 36,285 | 28.28 | 1,026,139 |
| 2018-04-24 | SCHW | Sale | 36,285 | 55.89 | 2,027,859 |
| 2018-03-07 | SCHW | Sale | 9,156 | 54.00 | 494,424 |
| 2018-03-02 | SCHW | Option Ex | 9,156 | 51.62 | 472,586 |
| 2018-03-01 | SCHW | Sale | 5,000 | 52.94 | 264,720 |
| 2018-03-01 | SCHW | Option Ex | 5,000 | 26.39 | 131,950 |
| 2018-02-07 | SCHW | Option Ex | 2,026 | 28.44 | 57,619 |
| 2018-02-07 | SCHW | Sale | 2,026 | 51.94 | 105,236 |
| 2018-01-03 | SCHW | Option Ex | 2,026 | 28.44 | 57,619 |
| 2018-01-03 | SCHW | Sale | 2,026 | 51.30 | 103,941 |
| 2017-12-06 | SCHW | Sale | 1,982 | 50.55 | 100,190 |
| 2017-12-06 | SCHW | Option Ex | 1,982 | 23.12 | 45,823 |
| 2017-11-08 | SCHW | Sale | 815 | 43.97 | 35,836 |
| 2017-11-06 | SCHW | Sale | 861 | 44.65 | 38,439 |
| 2017-11-02 | SCHW | Option Ex | 1,981 | 23.12 | 45,800 |
| 2017-11-02 | SCHW | Sale | 1,981 | 44.18 | 87,516 |
| 2017-10-06 | SCHW | Option Ex | 4,267 | 30.17 | 128,735 |
| 2017-10-06 | SCHW | Sale | 4,267 | 46.02 | 196,358 |
| 2017-10-04 | SCHW | Option Ex | 1,000 | 30.17 | 30,170 |
| 2017-10-04 | SCHW | Sale | 1,000 | 44.36 | 44,357 |
| 2017-09-06 | SCHW | Sale | 1,000 | 38.99 | 38,987 |
| 2017-09-06 | SCHW | Option Ex | 1,000 | 30.17 | 30,170 |
| 2017-08-02 | SCHW | Sale | 2,000 | 43.07 | 86,138 |
| 2017-08-02 | SCHW | Option Ex | 2,000 | 30.17 | 60,340 |
| 2017-07-03 | SCHW | Option Ex | 10,536 | 30.17 | 317,871 |
| 2017-07-03 | SCHW | Sale | 10,536 | 43.15 | 454,660 |
| 2017-04-19 | SCHW | Sale | 27,122 | 38.40 | 1,041,349 |
| 2017-04-19 | SCHW | Option Ex | 22,482 | 26.39 | 593,299 |
| 2017-03-02 | SCHW | Option Ex | 2,184 | 42.51 | 92,841 |
| 2016-11-14 | SCHW | Option Ex | 30,933 | 27.24 | 842,707 |
| 2016-11-14 | SCHW | Sale | 30,933 | 36.94 | 1,142,695 |
| 2016-11-03 | SCHW | Sale | 7,694 | 31.33 | 241,037 |
| 2016-11-03 | SCHW | Option Ex | 5,200 | 13.64 | 70,928 |
| 2016-11-07 | SCHW | Sale | 815 | 32.10 | 26,165 |
| 2016-07-22 | SCHW | Option Ex | 3,362 | 12.10 | 40,680 |
| 2016-07-22 | SCHW | Sale | 6,894 | 28.01 | 193,094 |
| 2015-11-04 | SCHW | Option Ex | 11,900 | 16.29 | 193,815 |
| 2015-11-04 | SCHW | Sale | 15,469 | 31.57 | 488,325 |
Insider trading activities including stock purchases, stock sales, and option exercises listed in the above table cannot be completely guaranteed as to their accuracy. For more information regarding the trades made by Kallsen Terri R (EVP - Investor Services of Schwab Charles Corp at the time of this reporting) see the Securities and Exchange Commission (SEC) website.